Do you thrive on making others feel heard, supported, and valued? Legacy Wealth Associates, LLC is looking for a Customer Support Specialist who brings warmth, clarity, and professionalism to every customer interaction. In this vital role, you'll be the first voice our clients hear, helping them navigate their financial journey with confidence and care.
Serve as the primary point of contact for customer inquiries via phone, email, and Zoom
Deliver friendly, informed guidance on our financial tools and services
Resolve questions and concerns with empathy, accuracy, and a personal touch
Log customer communications and maintain up-to-date records in our systems
Stay informed on our evolving offerings to better assist clients
Have at least one year of experience in customer support, client success, or office admin
Communicate with clarity, professionalism, and a genuinely helpful attitude
Excel at troubleshooting and problem-solving with a calm, compassionate mindset
Keep things organized and meet deadlines with ease—even when juggling multiple tasks
Are open to pursuing any licensing needed within your first two weeks (we’ll support you!)
We’re a mission-driven financial services firm helping families across the country build lasting wealth. With a focus on education, integrity, and empowerment, we prioritize people over profits and relationships over transactions.
Remote opportunity with flexible hours
Health insurance and retirement plan access
Training, development, and opportunities for growth
Performance-based bonuses and exclusive team perks
If you're ready to make a real impact in people’s lives while growing your career, we'd love to hear from you.
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